Invest with confidence

1. Target risk portfolios

Our Target Risk Multi-Asset Model Portfolios are designed to help establish and maintain realistic loss expectations while minimizing downside risk. With increasing levels of investment risk, the Cautious, Balanced, Growth & Adventurous portfolios aim to deliver risk-adjusted total returns.

2. Strategic asset allocation

Finding the right asset allocation model is key to delivering the expected risk adjusted return, but for any given level of target risk, there are many possible solutions. By leveraging Algo-Chain’s AI assisted ETF Search Engine, we look to identify the most appropriate strategic asset allocation model given the most recent economic forecasts.

3. Portfolio implementation

When selecting funds for the implementation of an asset allocation model we use both active and passive funds. These funds cover a wide r ange of exposures from Equities, Fixed Income, Commodities and Alternative investment.

4. Focus on risk management

Understanding how a portfolio behaves when the market becomes very volatile is critical to the process of risk management. With this in mind, we stress test our asset allocation models under a wide range of scenarios, with the aim of ensuring the maximum drawdown of the portfolio is consistent with the chosen investment mandate.

5. Daily monitoring

The Model Portfolios are monitored daily, as are each of the ETFs held within any portfolio, however, to save on unnecessary trading costs, the portfolios are only re-balanced as and when necessary. We do occasionally implement tactical asset allocations, particularly when long running trends reach the end of their cycle.